Chad Burton, CFP®, Monday Money 2.0 KDOW Radio Show January 21st, 2013 Commercial-Free

In this episode, Chad Burton, CFP®, focuses on estate planning and what you need to know based on the recent tax code changes. Topics with guest estate planning attorney, Michelle Lerman, (www.LermanLaw.com) include: Essential changes you should consider making to your trust documents, how a living trust can actually increase costs and expenses when not drafted properly, the biggest mistakes people make with their living trust and how to avoid them, the best way to protect your children with your living trust, how "living trust mills" cause more problems than they solve and what to tell your parents so you are protected. Chad also touches on estate planning topics for the wealthy, including: Dynasty trusts, spousal trusts, 529 plans, Charitable Remainder Trusts and how to pick the proper trustee.

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